-59.3%
PINS vs RIO
+94.1%
-153.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.3% |
| 7D | -2.1% | +2.2% | -4.3% | -2.5% |
| 30D | -6.6% | -10.1% | +3.5% | -4.6% |
| 3M | -18.7% | -14.1% | -4.6% | -16.3% |
| 6M | -10.4% | -18.9% | +8.5% | -6.9% |
| YTD | -26.8% | +9.9% | -36.7% | -30.5% |
| 1Y | -27.9% | +27.0% | -54.8% | -34.4% |
| 3Y | -38.7% | +50.1% | -88.8% | -47.4% |
| All | -59.3% | +94.1% | -153.4% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling